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AZAAZ – Volume 1, Issue No. 19

Questions Answered

? 1. (1:56) If I have serialized products that I want to track post-sale is that possible? (…) I need a holistic view of all historical inventory, ability to associate those S/Ns with deals/customers, and then have the data available in the CRM/Zoho so the product can be properly supported through the post-sale lifecycle.

? 2. (5:09) I wanted to alert myself to reach promising leads based on the information I have from CRM, Campaigns, and the SalesIQ tracking of time spent on my website. I created a workflow to create a task for every lead that got a lead score of >5.  That was overwhelming so I increased it to >10.  2,200 new tasks later, I’m not convinced I’m doing this correctly. Is there a best practice – or at least a better practice – for setting up a workflow with lead scoring?

? 3. (10:04) Can it work well for a recruitment company or just for internal recruitment?  For example if we want to post a job for a customer, will it link to the customer CRM record etc?

? 4. (11:01) My contacts are all set up in the Contact module of the CRM. I have none set up under leads. However, when I try to add a new sync, the only option I have is Leads. My search for Contacts turns up nothing.. Shouldn’t Contacts be a module to choose from in the drop-down?

? 5. (12:24) Hi all! Love your shows. I noticed today that the “Products Module” doesn’t utilize the role hierarchy in Dashboards? Meaning, when creating a component in the Dashboard Module, if you select “Products” in the Modules option, and select “Pipelines” for the related module, when selecting your measures/groupings, the data doesn’t filter the same way it does with the other modules. i.e. everyone can see all data, not data that is specific to that role? From a business point of view, the 3 or 4 regions that we do business in don’t want to see each other’s data. They only want to see theirs. Do you know of any work around, or am I doing something wrong?

? 6. (14:44) We are taking meeting minutes directly in Projects or CRM but it happened to many users that for one reason or the other the minutes were not stored and information got lost. I thought about recommending everybody taking meeting minutes while being in a meeting would be best in Zoho Notebook where each character you enter is stored directly. On the other hand this means creating it in one place and then copy/paste it to where it finally belongs. Is there a way to have text stored directly in CRM or Projects without having to confirm it should be stored? What do you recommend?

? 7. (19:56) Mainly for Campaigns, as that’s where I’m at with a Zoho One implementation, but I can’t seem to find any good way of managing multi-lingual requirements. I can create a newsletter in another language and even adjust the footer text, but the signup pages, autoresponder emails and topic pages don’t seem to allow translation. Am I out of luck here until Zoho implements this functionality? (…) Will I find the same issues in Desk and other Zoho products as I look to bring them online? I appreciate the help and love the usefulness of this community!

? 8. (21:57) We are currently using Zoho CRM and Campaign, I have a test Zoho One account to determine if we can expand to Inventory and Books. Within Inventory, I am really struggling to determine how Item costs are managed. (…)  Zoho is supposed to use FIFO (…) I need to be able to see these numbers at the time of the order to ensure I am charging the correct price.

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna


With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.